See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,758 | $85,202+224.8% | $172,739+60.2% | $72,985+279.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | -2.17% | 27.32%-29.5pp | 802.84%-805.0pp | 81.00%-83.2pp |
| Employer contribution / active EE | $7,386 | $3,324+122.2% | $5,143+43.6% | $2,440+202.7% |
| Participant deferral / active EE | $3,770 | $3,260+15.6% | $5,198-27.5% | $3,607+4.5% |
| Admin fee / account holder | $5,720 | $5,884-2.8% | $13,954-59.0% | $5,124+11.6% |